Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • Best Practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • FREE
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
markusarvidsson on January 23, 2025
Hi, I would like to create a property that add all notes on a contact to one prroperty. Is that possible to do with a calculated property?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 23, 2025 03:38
Hi @markusarvidsson , As far as I know, no, this is not possible. Calculated properties cannot reference engagements / activities / notes. ...read more
Pwrpros on January 22, 2025
HubSpot automatically creates a new company if the contacts email ends in a domain outside of your regular gmail, yahoo, icloud, etc. In this particular instance, we are selling B2C and don't want this customer to be related to a company we won' read more
0 upvote
1 Reply
Hall of Famer | Partner
January 22, 2025 23:56
Hi @Pwrpros , You would uncheck this option 🙂 Best regards
cbeggs on January 22, 2025
A company I am working with wanted to link two email accounts so that when they are logged into my Gmail they can easily change between the two and ensure emails are recorded in the correct company account in HubSpot. It's the same user read more
0 upvote
1 Reply
Community Manager
January 23, 2025 04:45
Hi @cbeggs and welcome, we are so glad to see you here! Thanks for asking the Community! I have found for you similar threads that might help y...read more
KellieM on January 22, 2025
We have recently enabled Gong with our hubspot instance but now find we have duplicate meeting entries which is not only confusing when reading through the activity against an account but also means our reporting in terms of meeting activity is doub read more
0 upvote
1 Reply
Community Manager
January 22, 2025 13:21
Hey @KellieM ! Thank you for this post! Gong addresses this on their support website regarding the HubSpot integration: why can I see duplicates...read more
Adam_W on January 22, 2025
Working exclusively in the education (K-12) school sector, many/most of our contact records will have a unique email address but a shared , general phone number used across the organisation. This means that whenever a call is updated in HubSpot, read more
Participant
January 22, 2025 08:34
Thanks, @tverdokhlib1 . These are organically entered/updated rather than culled from a database. They're also accurate numbers. In our field we can...read more
AMed on January 22, 2025
We’ve started using Hubspot and are currently facing challenges in determining the best way to import all our data. Contacts have been imported, and here’s what we need to do next: Import existing Orders, which are currently listed in an Excel read more
0 upvote
1 Reply
Key Advisor
January 22, 2025 07:18
Orders are simply closed won Deals in Hubspot. For the time being you can import your sales orders with that Deal stage. However, longer term, given ...read more
Solved
06401 on January 22, 2025
Hello, We have a slack to HS integration to create a task and when we create the tasks we cannot update some of the properties such as "Reminder" and "Queue". I found the solution on workflows a we have fixed values for this properties. Howev read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 22, 2025 03:30
Hi @06401 , It looks like the Reminder field cannot be updated via workflow but depends on the settings each user chooses under General >...read more
heatheratbitovi on January 21, 2025
Hey there! Does anyone have a workaround for tracking incoming LinkedIn messages in HubSpot? I understand how to manually log LinkedIn messages that I send to contacts, but when they reply, I cannot track their reply as an incoming LinkedIn mess read more
0 upvote
1 Reply
Hall of Famer | Partner
January 22, 2025 00:04
Hi @heatheratbitovi , You're correct, there currently isn't a feature to specify the direction of a LinkedIn message – and subsequently not fi...read more
JGreenberg on January 21, 2025
I am a free customer, so i am only able to create one meeting using the HubSpot meeting scheduler. I created one as I was doing the tour, but I want to delete and create a new one (a round robin). the drop down that should have delete, only gives me read more
0 upvote
1 Reply
Hall of Famer | Partner
January 21, 2025 14:48
Hi @JGreenberg , What you're experiencing is, as far as I know, expected behaviour. You get one meeting link which you cannot delete to create...read more
COGorman0 on January 21, 2025
Hi Guys, I am looking for the best way to create a workflow to sync the industry at the company level with the contact level. Could anyone please give me the solution on how to do this? Thanks, Claire
0 upvote
5 Replies
Hall of Famer | Partner
January 21, 2025 10:24
@COGorman0 no, sync properties cannot have existing properties as a 'destination'.
JGiampietro on January 20, 2025
Hello Everyone. I needed to change my password, but Hubspot isn't sending me the email with the code. I have tried everything, from the company that registers domains to the email provider, and nothig at all. The problem seems by Hubspot s read more
0 upvote
1 Reply
Contributor
January 21, 2025 01:48
*Note from the moderator: This content appears to be created with the help of AI tools and might be of low relevance or could contain incorrect ...read more
galvanA81 on January 20, 2025
Hello everyone, Unfortunately workflows dont allow you to directly compare properties between different objects (Contacts and Companies for example), is there a workaround or solution to tackle this problem?
0 upvote
1 Reply
Hall of Famer | Partner
January 20, 2025 09:38
Hi @galvanA81 , Yes, the best way to do this currently, in my opinion would be: Create a sync property to make the value on the contact re...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.